MANAGER OF INVESTMENT ADVISORY SERVICES

Freedom One Financial Group, one of the nation’s largest full-service 401(k) plan consultants has been successfully offering retirement plan solutions for over 20 years.  Our service excellence has been rewarded with nearly 100% client retention. Guided by a specific set of core values and a commitment to service excellence, our team members specialize in providing state-of-the-art employee communications, retirement planning, and administrative services.  Freedom One Investment Advisors provides services to over 1,000 clients across the United States.  This includes retirement plan sponsors with over $2.2 billion in plan assets and thousands of employees.

 

 

MANAGER OF INVESTMENT ADVISORY SERVICES

 

·  Research and develop recommendations for investment strategies for successfully selecting and overseeing mutual fund portfolios.  Challenge asset allocation strategies and conduct research on special projects.

 

·  Advise Investment Committee on options for alternative investment platforms.  Challenge the firm to seek improvements and enhancements in its investment offerings to support client goals and objectives.

 

·  Participate in conference calls and on-site visits with fund manager’s to conduct due diligence reviews.

 

·  Work with firm’s VP’s responsible for new revenue growth to expand client base by developing strategies for determining key advantages and best approach to compare current investment provider’s vehicles to Freedom One’s platform. 

·  Responsibility for daily management of investment analyst team, their work flows and improving departmental procedures and systems.

 

·  Significant exposure to presenting investment analysis, including alternative investments, and due diligence reviews to sophisticated institutional investors and high net-worth individuals. 

·  Candidate must possess strong educational and investment experience as follows:Successful field experience with decision making in formulating asset allocation and security selection.  An inquisitive mind leads the individual to be developing the next question that needs to be asked (initiative)CFA Charter required or in process

 

We foster an energetic culture focusing on physical fitness to maintain a healthy lifestyle and achieve a healthy work/family balance.  Our success is in part due to the Franklin Covey leadership style of management.  We take a proactive approach in building skills to improve accountability as we capitalize on the talents and contributions of our team.